EWM
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Elmwood Wealth Management’s Western Digital WDC Stock Holding History

Elmwood Wealth Management’s Portfolio WDC Stock Details WDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$243K Buy
+381
New +$185K 0.06% 176

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AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Elmwood Wealth Management's WDC Position: Q2 2026 in Review

Elmwood Wealth Management opened a new position in Western Digital (WDC) in Q2 2026: 381 shares worth $243K. The stake represents 0.06% of the portfolio and ranks #176 among its holdings.

303 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Elmwood Wealth Management held 381 shares of Western Digital worth $243K as of Q2 2026.
  • Western Digital was a new Elmwood Wealth Management position in Q2 2026.
  • Western Digital made up 0.06% of Elmwood Wealth Management's portfolio in Q2 2026, its #176 holding.
  • 303 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.